Microsoft and Azure billing reconciliation for MSPs

Recover missed Microsoft and Azure revenue automatically

Sync 365 reconciles Microsoft 365 licences, Azure consumption, managed-user counts and custom recurring services with ConnectWise Manage, Autotask or HaloPSA, so your MSP bills what it delivers without adding more billing admin.

Built by an MSP for MSPs · setup in hours, not months · no card required

Sync 365 dashboard showing Microsoft licence changes, mapping status and agreement issues
One billing viewSee licence changes, mapping status and agreement issues in one view.

Where Microsoft billing leaks

Basic licence sync is not enough for MSP billing

A source count is useful, but it is not the same as the recurring lines your PSA will invoice. The gaps appear in proration, Azure markup, managed-service quantities, minimums, filters and customer-specific billing rules.

A licence is added, upgraded or reactivated. Microsoft charges you, but the PSA quantity does not move.
NCE and mid-cycle changes reach the invoice without the right proration.
Azure consumption and markup are rebuilt manually or missed at month-end.
Managed support, backup and security lines drift from user and mailbox counts, minimums, filters and customer rules.

Custom licence billing

Bill more than Microsoft licences

Basic licence sync copies a Microsoft count into the PSA. Sync 365 goes further: build the billable count your MSP actually uses, then apply that count to the recurring PSA agreement or contract lines that depend on it.

Billing sources

Start with the count the service actually uses

  • Active managed-user counts
  • Protected mailbox counts
  • Microsoft licence and subscription counts
  • Counts filtered by department, site or franchise

Sync 365 billing rules

Build the billable quantity

  • Minimums and exclusions
  • Add or subtract source counts
  • Remove duplicate users
  • Customer-specific mappings

Automated PSA billing

  • Managed support
  • Microsoft 365 backup and overage
  • Antivirus, EDR or email security
  • Web filtering and other recurring services
Managed-service bundle10 active managed users can keep 10 managed support, backup, antivirus and web filtering quantities aligned in the PSA.
Mailbox backup overage13 protected mailboxes minus 10 included users becomes a 3-seat backup overage that Sync 365 can calculate and sync to the PSA.

Core billing workflows

One reconciliation layer for the recurring lines MSPs actually bill

Start with the area creating the most month-end work. Each path shows the mappings, billing rules and PSA workflow Sync 365 can automate.

Automated licence mappingReuse licence and commitment-term defaults, then choose automatic approval, mapping and sync or pending approval for each company.
Microsoft 365 contact syncSync Microsoft users into PSA contacts using email matching, optional updates and site or contact-type filters.

Advanced workflows: split or merge Microsoft subscriptions, calculate overages and bundles, or separate one tenant into several billable counts.

Direct CSP? Explore controlled customer subscription visibility and ordering in the End User Portal.

How Sync 365 works

Connect your sources. Apply your rules. Keep your PSA aligned.

Sync 365 turns Microsoft 365, Azure and managed-user data into supported PSA billing updates using the mappings, billing profiles and sync or approval controls you configure, while your PSA remains the billing system of record.

Actual Sync 365 Agreement Sync view showing companies, billing profiles, licence names, quantities, prices and subscription IDs
See what Sync 365 is syncingThe real Agreement Sync view shows each company, billing profile, service, quantity and price in one filterable list.

Why MSPs choose Sync 365

Automate MSP billing reconciliation beyond basic catalogue sync

Basic sync tools can move a count. Sync 365 automates the billing work they leave behind — Microsoft CSP reconciliation, custom recurring services, Azure consumption, managed-user billing and customer-specific PSA rules.

Workflow need
Sync 365
Basic sync, spreadsheets or scripts
Microsoft-specific licence reconciliation
Built for CSP billing
Often simple count mirroring
Advanced custom billing
Filters, calculated overages, bundles and splits
Usually spreadsheet-heavy
One count → many PSA lines
Manual checks
Azure and managed-user billing
Part of the billing layer
Often separate manual work
Configurable sync and approval
Automatic sync or approval by workflow
Manual checks or fixed sync behaviour

Companies that trust us

Trusted by MSP teams keeping recurring billing aligned

  • Trinity Networx logo
  • CForward logo
  • GPsupport logo
  • Synapse IT Consultants logo
  • Aldridge logo
  • CloudScale365 logo
  • Convergence Networks logo
  • Cleva Group logo

MSPs using Sync 365

Find missed revenue, reduce billing admin, trust the numbers

★★★★★
“In the first week using Sync 365, we discovered over $600/month we weren't billing our customers. This is worth every cent.”
Anthony B.Technical Services Manager
★★★★★
“It just works. When our requirements change they implement quickly. It saves us an unmentionable amount of hours each week and we're more profitable than ever.”
Paul M.Director, GP Support
★★★★★
“So simple and it just works. Sync 365 made billing sync feel easier to manage and easier to trust.”
Matt SpainCEO, Go Custom Cloud
★★★★★
“After hours fighting billing sync issues, Sync 365 took a few hours to set up and has worked smoothly since. Support is phenomenal — a no-brainer.”
Mike G.CEO, c-Forward
★★★★★
“Sync 365 made our billing faster, more accurate and much easier to trust. It cut invoice queries and turned a manual process into something repeatable.”
Chris F.Operations Director, Cleva Group

Simple pricing

Recover more than Sync 365 costs

Start with a 30-day free trial. Use Sync 365 to find billing drift across Microsoft 365, Azure, managed-user services, and custom recurring lines, then scale by customer count as your billing workflow grows.

Everything included
Free for 30 days
No card required
  • Microsoft 365 licence reconciliation
  • Azure consumption billing
  • Managed-user billing
  • Custom recurring billing rules
  • Automated licence mapping
  • Microsoft 365 contact sync
  • Supported PSA billing workflows
  • Multi-currency billing support

Before you start

Questions MSPs ask

Does Sync 365 replace my PSA invoicing?

No. Your PSA remains the billing system of record. Sync 365 reconciles counts, rules and billing changes, then updates supported PSA records using the sync or approval controls configured for that billing area.

Which PSAs does Sync 365 support?

Sync 365 supports PSA billing workflows across ConnectWise Manage, Autotask, and HaloPSA. Exact behaviour depends on PSA configuration and the agreement or contract records you want to update.

Is Sync 365 just Microsoft licence sync?

No. Licence sync is one use case. Sync 365 also supports Azure consumption billing, managed-user billing, custom recurring billing rules, minimums, exclusions, filters and one-count-to-many-line workflows.

Should I book a demo or start a trial?

The full trial includes Microsoft licence reconciliation, Azure billing, managed-user billing, custom recurring workflows and contact sync. Book a demo for guided help with calculated overages, mixed subscription terms, department or site splits, minimums, or PSA-specific rules.

What does one count drives many PSA lines mean?

It means the billable count your MSP actually uses, such as active managed users or a filtered Microsoft licence group, can update several related PSA agreement lines such as support, backup, antivirus, web filtering and security tools.

Billing workflow demo

Find missed billing in your own PSA

Use a demo to compare what you support with what your PSA is set to bill.Bring your Microsoft licence, Azure consumption, managed-user, and recurring-service billing rules into a demo. We’ll compare them with your PSA agreement quantities, show where drift appears, and outline how Sync 365 would help keep the right lines aligned.